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Lead and manage credit activities for UHNW clients in private wealth management; focus on growth through advisor engagement and lending opportunities.

The Senior Credit Advisor drives lending solution adoption for UHNW clients, manages credit activities, and builds advisor relationships, focusing on growth and risk management.

Responsible for originating residential mortgage loans, advising clients on financial products, managing relationships, and ensuring compliance with lending regulations.

Originate loans for clients with residential mortgage needs, providing lending products and maintaining client relationships while adhering to regulatory requirements.

The role involves originating loans, advising clients on financial products, maintaining client relationships, and ensuring compliance with regulations.

Responsible for originating loans for residential mortgage needs, analyzing client financials, and managing the mortgage loan process.

The Senior Credit Advisor manages credit activities for Wealth Management, focusing on UHNW clients. Responsibilities include driving advisor engagement, conducting risk analysis, and structuring complex transactions while ensuring a high-quality client experience.

The Credit Advisor develops custom credit relationships with strategic wealth clients, manages loan portfolios, and collaborates with various teams to enhance client experiences while ensuring compliance and risk management.

As a Financial Solutions Advisor Stage I, you'll obtain industry licenses, build client relationships, and work in a financial center, progressing through development stages.

As a Market Leader for the Advisor Development Program, you will supervise advisors, lead training initiatives, support recruitment, and enhance performance management while ensuring compliance and driving market results.